
Economist: Bitcoin treasury firms will struggle to compete with Strategy
- —Strategy holds 847,666 BTC acquired for $63.95 billion
- —The company's dollar reserve stands at $5.02 billion
- —Ammous: larger reserves let Strategy borrow at lower rates
- —Ammous sees the next cycle peak in 2029 and $200,000 by 2030
Why it matters: The view sets a benchmark for corporate bitcoin treasuries and MSTR investors as firms compete for capital.
Source: CryptoHamster
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